Retirement plan

MARIO BADESCU SKIN CARE PROFIT SHARING 401(K) PLAN

Name: MARIO BADESCU SKIN CARE, INC. - MARIO BADESCU SKIN CARE PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: MARIO BADESCU SKIN CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIO BADESCU SKIN CARE PROFIT SHARING 401(K) PLAN, MARIO BADESCU SKIN CARE, INC.

MARIO BADESCU SKIN CARE, INC.EIN 13-3315131Plan #001PY 2025

1150 KING GEORGES POST ROAD - EDISON, NJ 08837732-510-2800LinkedIn1-10 employeesfine art

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$30.2M

+11.9% from 2024

Total participants

287

-1.0% from 2024

Average account balance

$111,763

+10.7% from 2024

Annual return

12.85%

-2.32 pp from 2024

Benchmarks

See 1,263 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,263 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$30.18M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$112K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

270

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

87.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.62M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$421

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
ROCKEFELLER FINANCIAL LLC6 years Service code 27 · EIN 82-3226180	Advisory (Plan)	$79,055
TRANSAMERICA RETIREMENT SOLUTIONS7 years Service code 15 · EIN 13-3689044	Recordkeeping	$17,920
THE BENEFIT PRACTICE7 years Service code 15 · EIN 13-4144565	Recordkeeping	$8,225

Plan features & details

Pension benefit codes2A2E2F2G2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$114K

$854 / participant

Contract admin$114K100.0%

% of EOY assets

0.377%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CARON & BLETZER PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,763

$56,317+98.5%

$71,209+57.0%

$74,304+50.4%

Participation rate

87.2%

55.1%+32.1pp

73.8%+13.5pp

60.3%+26.9pp

Annual return

12.85%

42.83%-30.0pp

282.51%-269.7pp

29.43%-16.6pp

Employer contribution / active EE

$6,900

$2,160+219.5%

$2,721+153.6%

$2,241+207.9%

Participant deferral / active EE

$5,273

$2,788+89.1%

$4,175+26.3%

$3,767+40.0%

Admin fee / account holder

$421

$2,290-81.6%

$5,349-92.1%

$2,969-85.8%

Provider

Service type

Compensation

ROCKEFELLER FINANCIAL LLC6 years

Service code 27 · EIN 82-3226180

Advisory (Plan)

$79,055

TRANSAMERICA RETIREMENT SOLUTIONS7 years

Service code 15 · EIN 13-3689044

Recordkeeping

$17,920

THE BENEFIT PRACTICE7 years

Service code 15 · EIN 13-4144565

Recordkeeping

$8,225

MARIO BADESCU SKIN CARE PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIO BADESCU SKIN CARE PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion